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John Overdeck’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

John Overdeck’s Portfolio SUSL Stock Details SUSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,500
Closed -$1.03M – 3922
2025
Q2 		$1.03M Buy
+9,500
New +$947K ﹤0.01% 2226
2024
Q4 		– Sell
-6,800
Closed -$690K – 3471
2024
Q3 		$690K Buy
+6,800
New +$667K ﹤0.01% 2316
2024
Q1 		– Sell
-6,000
Closed -$506K – 3377
2023
Q4 		$506K Sell
6,000
-1,700
-22% -$134K ﹤0.01% 2452
2023
Q3 		$581K Buy
+7,700
New +$603K ﹤0.01% 2217

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

John Overdeck's SUSL Position: Q3 2025 in Review

John Overdeck sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2025, closing a stake of 9,500 shares — an estimated $1.03M sold.

John Overdeck first reported a position in SUSL in Q3 2023 and held it in 4 quarters. The position peaked at $1.03M in Q2 2025. 175 funds tracked by Wall St. Rank hold SUSL as of Q3 2025.

  • John Overdeck reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2025 after selling out during the quarter.
  • John Overdeck sold 9,500 iShares ESG MSCI USA Leaders ETF shares in Q3 2025, an estimated $1.03M.
  • John Overdeck first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2023 and held it in 4 quarters.
  • John Overdeck's iShares ESG MSCI USA Leaders ETF position peaked at $1.03M in Q2 2025.
  • 175 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2025.

Based on Two Sigma Investments's 13F filing for Q3 2025, filed 14 Nov 2025.